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About
Edward B. Norfleet, Jr., CFA, is a Portfolio Manager at Leavell Investment Management, Inc., based in Mobile, Alabama. He joined the firm in January 2022 and is responsible for managing client investment portfolios, focusing on fixed income strategies and leveraging his expertise in bond markets.
His specific investment experience spans the analysis and trading of distressed credits and mortgage-backed securities, with notable specialization in securitized bonds. At the Virginia Retirement System, Edward actively managed a $5 billion portfolio of securitized fixed income assets, demonstrating deep proficiency in institutional and public pension fund management.
Edward holds an MBA from UNC Kenan-Flagler Business School and bachelor's degrees in economics and psychology from the University of Virginia. He is a CFA® charterholder, highlighting his advanced analytical skills and commitment to investment excellence. His career reflects over a decade of hands-on investment management, with a focus on fixed income, credit, and structured products.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Leavell Investment Management, Inc. | Portfolio Manager | Jan 2022 to Present | — |
| Virginia Retirement System | Senior Investment Officer, Internal Fixed Income | Mar 2020 to Oct 2021 | — |
| Virginia Retirement System | Investment Officer, Internal Fixed Income | Nov 2016 to Mar 2020 | — |
| Virginia Retirement System | Senior Investment Analyst, Internal Fixed Income | May 2013 to Nov 2016 | — |
| CCA Financial | Investment Analyst | Jun 2010 to May 2013 | — |
Education
UNC Kenan-Flagler Business School
Master of Business Administration - MBA
2016 — 2017
University of Virginia
Bachelor's Degree
2006 — 2010
St. Christopher's School
High School
Skills & Expertise
Others at Leavell Investment Management, Inc. (9)
| Name | Role | Location |
|---|---|---|
 | Portfolio Manager | Mobile, AL , United States |
 | Portfolio Manager | Birmingham, AL , United States |
M Michael Hofto | Portfolio Manager | Mobile, AL , United States |
 | Portfolio Manager | Birmingham, AL , United States |
 | Portfolio Manager | Birmingham, AL , United States |
 | Analyst | Dalton, GA , United States |
 | Senior Analyst | Birmingham, AL , United States |
 | Senior Analyst | Mobile, AL , United States |
 | Portfolio Manager | Mobile, AL , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
A Allen Cox | Analyst | Vulcan Value Partners, LLC | Birmingham, AL , United States |
 | Principal, Equity Analyst | Vulcan Value Partners, LLC | Birmingham, AL , United States |
